Purchases and Sales Made in Q4 2021 in Spdr Series Tr Spdr S&P Divide (SDY)
This table provides information about the institutional ownership of Spdr Series Tr Spdr S&P Divide (SDY) during Q4 2021. The information is specifically focused on institutions that hold shares of SPDR SERIES TR SPDR S&P DIVIDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
96+ 1.0% |
$11.4K - $12.4K
|
9.69K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
95+ 0.53% |
$11.3K - $12.3K
|
18.2K
$2.43M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
90New |
$10.7K - $11.6K
|
90
$12K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
85+ 1.93% |
$10.1K - $11K
|
4.48K
$599K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
82+ 3.77% |
$9.74K - $10.6K
|
2.26K
$301K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
79+ 4.05% |
$9.39K - $10.2K
|
2.03K
$271K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
74+ 0.08% |
$8.79K - $9.55K
|
98.7K
$13.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
73+ 0.78% |
$8.67K - $9.43K
|
9.43K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
70New |
$8.32K - $9.04K
|
70
$9.35K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
69+ 0.76% |
$8.2K - $8.91K
|
9.13K
$1.22M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
67+ 2.23% |
$7.96K - $8.65K
|
3.07K
$409K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
64+ 1.87% |
$7.6K - $8.26K
|
3.48K
$465K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
59New |
$7.01K - $7.62K
|
59
$7.88K
|
|
|
Jul 29, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
59+ 0.08% |
$7.01K - $7.62K
|
73.2K
$9.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
56New |
$6.65K - $7.23K
|
56
$7.48K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
53+ 0.58% |
$6.3K - $6.84K
|
9.19K
$1.23M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
49+ 0.91% |
$5.82K - $6.33K
|
5.41K
$723K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
47+ 1.5% |
$5.58K - $6.07K
|
3.19K
$425K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
47+ 1.5% |
$5.58K - $6.07K
|
3.19K
$425K
|
|
|
Jan 07, 2022
Q4 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
44+ 1.63% |
$5.23K - $5.68K
|
2.74K
$366K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
42New |
$4.99K - $5.42K
|
42
$5.61K
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
41+ 0.23% |
$4.87K - $5.29K
|
17.5K
$2.34M
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
36+ 0.57% |
$4.28K - $4.65K
|
6.35K
$848K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.12% |
$4.28K - $4.65K
|
30.6K
$4.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
35+ 0.14% |
$4.16K - $4.52K
|
25.4K
$3.4M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
32+ 0.25% |
$3.8K - $4.13K
|
12.8K
$1.71M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.78% |
$3.56K - $3.87K
|
3.87K
$516K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
30+ 0.29% |
$3.56K - $3.87K
|
10.4K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25+ 0.48% |
$2.97K - $3.23K
|
5.26K
$702K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
25+ 9.8% |
$2.97K - $3.23K
|
280
$37.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
24+ 0.54% |
$2.85K - $3.1K
|
4.47K
$596K
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
24+ 0.77% |
$2.85K - $3.1K
|
3.13K
$418K
|
|
|
Jan 24, 2022
Q4 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
24+ 0.76% |
$2.85K - $3.1K
|
3.18K
$425K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20New |
$2.38K - $2.58K
|
20
$2.67K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
20+ 0.32% |
$2.38K - $2.58K
|
6.21K
$829K
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
20+ 1.08% |
$2.38K - $2.58K
|
1.87K
$249K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
19+ 0.76% |
$2.26K - $2.45K
|
2.5K
$334K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
19+ 0.11% |
$2.26K - $2.45K
|
18K
$2.41M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
18+ 0.06% |
$2.14K - $2.32K
|
29.5K
$3.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
17+ 0.78% |
$2.02K - $2.2K
|
2.2K
$294K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
17+ 0.75% |
$2.02K - $2.2K
|
2.28K
$305K
|
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
BUY
|
- |
15+ 0.5% |
$1.78K - $1.94K
|
3.04K
$406K
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
15+ 0.24% |
$1.78K - $1.94K
|
6.14K
$820K
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
BUY
|
- |
15+ 0.34% |
$1.78K - $1.94K
|
4.39K
$586K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 0.37% |
$1.31K - $1.42K
|
3.01K
$402K
|
|
|
Jan 31, 2022
Q4 2021
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
10+ 0.16% |
$1.19K - $1.29K
|
6.39K
$853K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.13% |
$1.07K - $1.16K
|
7.11K
$949K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
8+ 0.31% |
$950 - $1.03K
|
2.55K
$341K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8+ 0.67% |
$950 - $1.03K
|
1.21K
$162K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
7+ 0.27% |
$832 - $904
|
2.55K
$341K
|